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WSR

Whitestone REIT
WSR

Delisted

WSR was delisted on the 13th of July, 2026.

220 hedge funds and large institutions have $546M invested in Whitestone REIT in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

17% more capital invested

Capital invested by funds: $466M → $546M (+$79.8M)

4% more funds holding

Funds holding: 211220 (+9)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 65.84%65.79% (-0.05%)

Holders
220
Holders Change
+9
Holders Change %
+4.27%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
59
Closed
21
Calls
$567K
Puts
Net Calls
+$567K
Net Calls Change
+$293K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M +$1.13M +75,343 +0.9%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$48.6M +$45.3M +3,007,925 New
VCM
3
Vanguard Capital Management
Pennsylvania
$33.9M +$31.7M +2,102,085 New
State Street
4
State Street
Massachusetts
$29.9M +$641K +42,570 +2%
ICM
5
Irenic Capital Management
New York
$20.4M +$14.2M +943,215 +293%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$19.4M +$297K +19,717 +2%
GKIM
7
GW&K Investment Management
Massachusetts
$16.7M -$1.07M -71,165 -6%
NAM
8
Nexpoint Asset Management
Texas
$14.1M
First Eagle Investment Management
9
First Eagle Investment Management
New York
$12M +$438K +29,066 +4%
CCM
10
Chilton Capital Management
Texas
$10.9M +$819K +54,355 +9%
Morgan Stanley
11
Morgan Stanley
New York
$10.6M -$1.1M -73,362 -10%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$10.3M +$288K +19,127 +3%
EIM
13
Emmett Investment Management
New York
$10.2M -$9.56M -634,543 -50%
CA
14
CSM Advisors
Pennsylvania
$9.18M -$48.8K -3,241 -0.6%
Northern Trust
15
Northern Trust
Illinois
$8.75M +$288K +19,096 +4%
Goldman Sachs
16
Goldman Sachs
New York
$7.25M -$529K -35,110 -7%
Charles Schwab
17
Charles Schwab
California
$7.07M +$8.04K +534 +0.1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$6.58M -$207K -13,736 -3%
Two Sigma Investments
19
Two Sigma Investments
New York
$5.45M +$1.68M +111,680 +49%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.44M +$1.28M +84,996 +34%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$4.8M -$1.13M -75,001 -20%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$4.67M +$4.35M +289,143 New
DG
23
DigitalBridge Group
Florida
$4.57M -$1.24M -82,600 -23%
LFG
24
Larson Financial Group
Missouri
$4.44M +$181K +12,034 +5%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$4.41M +$224K +14,858 +6%

WSR Hedge Fund Activity: Q1 2026 in Review

220 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Whitestone REIT (WSR) for Q1 2026, worth a combined $546M — up 17% from $466M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSR positions and 21 closed out — a net gain of 13 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Irenic Capital Management, adding an estimated $14.2M. The largest seller was Emmett Investment Management, cutting an estimated $9.56M.

  • 220 institutional investors held Whitestone REIT (WSR) as of Q1 2026, up from 211 in Q4 2025.
  • Funds reported $546M of Whitestone REIT stock for Q1 2026, up 17% quarter-over-quarter.
  • 34 funds opened new Whitestone REIT positions in Q1 2026 and 21 closed out, a net change of +13 holders.
  • The largest Whitestone REIT buyer in Q1 2026 was Irenic Capital Management, an estimated $14.2M added.
  • The largest Whitestone REIT seller in Q1 2026 was Emmett Investment Management, an estimated $9.56M sold.

Based on aggregated 13F filings for Q1 2026.